Summary
From tariffs and trade tensions to the brief US government shutdown, economic turbulence moved global metals markets in 2025, setting the stage for an uncertain 2026 and beyond.
Join our experts from S&P Global Energy’s Metals & Mining Research team as they discuss key mine-to-market themes and outlooks for this coming year. In this session, they will highlight the macroeconomic impacts to various commodities, the progress of Canada’s mining sector in terms of decarbonization, copper’s evolving role in the modern world, while shining a focus on exploration trends covered in our annual Corporate Exploration Strategies study.
What to Expect:
- Macroeconomic and trade turmoil – Impacts on precious metals and critical minerals
- Copper’s key role in the era of AI and energy expansion – Can supply keep pace?
- Cost analyses and decarbonization initiatives in Canada’s mining sector
- Exploration trends – Will 2026 see an uptick in exploration efforts?
Agenda
- 9 am - Registration
- 9.30 am – 11.00 am – Presentations and Q&A
- 11:00- 11.30 am – Networking and Conclusion
S&P Global Energy
Mark Ferguson
Director, Metals & Mining Research
Mark Ferguson is the Research Director for the Metals & Mining Research group at S&P Global Energy. Having worked for previous iterations of the division since 2004, he has extensive experience in producing exploration and supply-side studies and topical research for the mining sector.
Increasingly focused on energy transition-related needs pertinent to the metals & mining sector, the Research team tracks the industry’s upstream efforts while assessing demand and price expectations for key industrial and battery metals.
Mark holds a Bachelor of Science in Geology/Geography from Saint Mary’s University, and an MSc in Earth Sciences from Dalhousie University.
